See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,177 | $99,633+2.6% | $183,328-44.3% | $82,448+23.9% |
| Participation rate | 47.3% | 70.8%-23.5pp | 77.3%-30.1pp | 68.1%-20.8pp |
| Annual return | 13.26% | 17.84%-4.6pp | 29.67%-16.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,048 | $3,256-67.8% | $5,055-79.3% | $2,551-58.9% |
| Participant deferral / active EE | $2,961 | $4,938-40.0% | $6,795-56.4% | $4,139-28.5% |
| Admin fee / account holder | $5,017 | $9,934-49.5% | $21,427-76.6% | $7,234-30.6% |